Investment market update November 2023

08 December 2023

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How to negotiate a better deal if youre buying during a property downturn

08 December 2023

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5 useful gifting allowances that could help you pass on wealth tax-efficiently this Christmas

08 December 2023

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2 Autumn Statement announcements you may have missed that could simplify your finances

08 December 2023

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The number of pension savers risking a charge by exceeding the Annual Allowance soars 20

08 December 2023

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Want to retire early? Financial planning could make it a reality and more...

15 June 2023

Hi

Welcome to your latest update.

We hope you find this month’s articles useful and interesting:

  • Pensions v ISAs: Tax relief makes a huge difference to your calculations

  • Want to retire early? Financial planning could make it a reality

  • Research: Money can buy happiness but what you spend it on matters

  • And more…

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Investment market update: May 2023

12 June 2023

Inflation and economic challenges continue to affect investment markets in the UK and around the world. 

Economies and businesses still face challenges, but statistics indicate some of the pressure, including rising inflation, is starting to ease. Read on to find out what affected investment markets in May 2023.

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Research: Money can buy happiness but what you spend it on matters

12 June 2023

Everyone has heard the saying “money can' buy happiness”, but research suggests it's not accurate.

According to a study from The Greater Good Science Center in the US (hence the spelling of Center!), spending money can boost your wellbeing. However, simply heading to the shop and splurging on the latest technology or new clothes doesn't yield the same results.

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Future generations could be worse off than today’s retirees, a report finds

12 June 2023

A report suggests younger generations face “substantial risks” when planning for retirement.

The current generation of pensioners is doing better financially than any before it. However, a report from the Institute for Fiscal Studies (IFS), warns future generations may not be as fortunate. 

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Pensions v ISAs: Tax relief makes a huge difference to your calculations

12 June 2023

If you’re saving for a long-term goal, you may be weighing up the pros and cons of pensions and ISAs. 

When you’re saving for long-term goals, choosing the right place to put your money is crucial. It could mean you have far more financial freedom later in life.

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Want to retire early? Financial planning could make it a reality

08 June 2023

A report suggests that people seeking financial advice are planning to retire three years earlier than those that aren’t.

Retiring early is an aspiration for many workers looking forward to greater freedom. If early retirement is something you’re dreaming about, a survey suggests financial planning could help you turn it into a reality and enjoy the next chapter of your life more.

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6 essential steps to take if you’re retiring in 2023 and more ...

09 February 2023

Hi

Season’s greetings!

We hope you’re looking forward to the festive period and spending time with loved ones.

With 2023 just around the corner, you might be thinking about what you want to achieve in the year ahead.

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Keep up to date.

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